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Text Custom Fields

Text custom fields are the most versatile custom field type for capturing textual information.

Use them for reference numbers, descriptions, notes, codes, or any text-based data that needs to be recorded on transactions and documents.

Text fields can be configured as single-line for short entries, paragraph for longer text, or dropdown lists for standardized choices.

Name
Name

The name of each text custom field as it appears on forms and in reports.

Choose clear, descriptive names that indicate what information should be entered.

Placement
Placement

Shows which forms and documents include this text field.

A single field can appear on multiple forms. For example, a Project Code field might appear on both sales invoices and expense claims.